ASSET & PRIVATE WEALTH MANAGEMENT
The asset & wealth management industry is changing, driven by technological innovation. New generations of investors are exploring alternative channels, while cost pressures on wealth and asset managers are increasing. At WEPEX, we recognise the challenges and opportunities that these changes present and offer tailored advisory services to help our clients navigate the changing landscape.
The complexity and specialisation of processes in fund and asset management companies (AMCs) require in-depth expertise and a holistic view. At WEPEX, our consulting approach covers the entire process chain - from the front office and order desk to fund control, fund accounting and reporting. We pay particular attention to operationalising efficiency and optimising processes.
We offer a comprehensive range of fund distribution and custody services. Our extensive experience and leading edge expertise enables us to develop bespoke solutions, both strategic and operational, tailored to our clients' individual needs and objectives.
With our team of experienced consultants, we work closely with you to achieve sustainable improvements in the performance of your asset and private wealth management operations. Our goal is to strengthen your competitive position and create measurable value in an ever-changing market environment.